FISV

Fiserv Inc

1,714 hedge funds and large institutions have $62B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 645 increasing their positions, 679 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

26% less capital invested

Capital invested by funds: $84.3B → $62B (-$22.3B)

35% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$525M
Puts
$592M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1076
Exchange Traded Concepts
Oklahoma
$641K
CIA
1077
Capital Investment Advisors
Georgia
$640K
AIP
1078
Ameritas Investment Partners
Nebraska
$639K
MCA
1079
Magnolia Capital Advisors
Mississippi
$638K
SCM
1080
SCS Capital Management
Massachusetts
$638K
GAG
1081
GM Advisory Group
New York
$637K
CAC
1082
Certified Advisory Corp
Florida
$636K
GWSG
1083
GPS Wealth Strategies Group
Colorado
$631K
BFG
1084
Beacon Financial Group
Texas
$631K
NCM
1085
Neumann Capital Management
California
$630K
RGC
1086
Roberts, Glore & Co
Illinois
$629K
PMG
1087
ProVise Management Group
Florida
$628K
LAM
1088
LECAP Asset Management
United Kingdom
$628K
VFA
1089
Valeo Financial Advisors
Indiana
$623K
BPWM
1090
Badgley Phelps Wealth Managers
Washington
$622K
V
1091
VeraBank
Texas
$618K
PWP
1092
Principle Wealth Partners
Connecticut
$618K
SF
1093
Summit Financial
New Jersey
$614K
SCA
1094
Sandy Cove Advisors
Massachusetts
$612K
OWA
1095
One Wealth Advisors
California
$607K
PA
1096
Promethium Advisors
Maryland
$600K
WIA
1097
Westbourne Investment Advisors
Maryland
$597K
TAM
1098
Townsend Asset Management
North Carolina
$596K
MFIM
1099
Mesirow Financial Investment Management
Illinois
$593K
AWA
1100
Aaron Wealth Advisors
Illinois
$592K